This one wasn't said by Elon, but by Phil LeBeau when trying to confirm he got it right. Elon responded next, by clarifying that future Gigafactories will combine battery production with auto manufacturing and assembly.
Thanks. I've edited my post.
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This one wasn't said by Elon, but by Phil LeBeau when trying to confirm he got it right. Elon responded next, by clarifying that future Gigafactories will combine battery production with auto manufacturing and assembly.
In the interview I saw, he didn’t say anything negative [In fact, he said, “I’ve never said anything negative”] The interviewer was desperately trying to bait him into saying something negative, but he stayed neutral/positive and focused on moats & candy.
Here’s a link:
Warren Buffett: 'I salute' Elon Musk for trying to improve a product
Can Elon sell his shares personally? This could be an explanation as to why he is buying more, instead of converting.
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Im wondering if elon changed his medicine, since he is tweeting weird stuff lately
Oh snap! Is he dropping an analogy bomb related to his statements regarding pending launch of Tesla's market cap? Those that shorted get hurt bad, those that didn't hold stock are left saddened.
Edit: Then he tweeted a link to this: https://en.m.wikipedia.org/wiki/Rococo
So who ever knows...
That would be so awesome if he was dating Grimes. I'm a big fan of both.A reference to the start of his new relationship:
Elon Musk reportedly dating musician Grimes
I don't know, some people keep saying Elon totally screwed up the conference call, total disaster, I'd stay away...
Yeah, just saw an article about that. He was going to made a joke, then found out she had already done that 3 years prior...Also a character from Grimes' video "Flesh Without Blood": Grimes Explains the 4 Characters in Her "Flesh Without Blood" Video: Exclusive
And he's been tweeting Grimes lately
Better analyst questions on future calls.
Certainly seeing some embarrassing behavior on this forum...Your and other behavior on this forum is embarrassing.
Omg why are there so many god damn slides in that deck of competition. Why doesn’t he just go long other autos or short oil and gas if he thinks EV is gonna be that great (just not Tesla)Spiegel Bottom Part 2? Tesla Is Still A Zero - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha
Omg why are there so many god damn slides in that deck of competition. Why doesn’t he just go long other autos or short oil and gas if he thinks EV is gonna be that great (just not Tesla)
And you can’t compare income even after adjusting for R&D of a mature peak production auto with less capex and thus depreciation coming online to a growing company that isn’t producing to its capacity or mature in its capex spending.
What a loser
You’re ridiculous. I never said he screwed up the entire conference call, I said he was wrong to behave that way, and it was cringeworthy to listen to. I stand by the facts that it was a mistake for him to act that way, once again, by his own admission. His mistake isn’t going to be enough to drag down the share price these upcoming months, and making money is what I care about. Nor is his mistake going to help the share price even more in the future.
You brought it up again not me. I’ve already provided facts for my reasoning, and you’ve provided nothing. Your and other behavior on this forum is embarrassing.
Omg why are there so many god damn slides in that deck of competition.
<snap>
What a loser
European customers should get their Model 3 in Q1 2019, I would expect those to be high spec cars.Here is where I see profitability coming from in Q3 and Q4. It also explains Elon's short squeeze.
Tesla knows that the end of the $7500 federal tax credit will help it sell high-spec cars. So as soon as they get up to 5k/week they will introduce AWD (possibly P) but NOT the base battery. This will drive up the ASP even higher right as demand peaks and production peaks. This combination in Q3 and Q4 will lead to profitability in those two final full credit quarters. That in combination with the typical Q4 push because the tax credit is quickly realized, Q4 should be massive. This is where the short squeeze of the century will play out.
Q1 2019 will usher in the 35k base model with $3750 credit, but will also have the SP suffer because of the loss of the credit. However, since the line should be smoothly running, Tesla should be in a position to be profitable on the base model, but not until Q1 2019. Q1 2019 might not be profitable however because most of those who want the high-spec model 3's on the list will have them.... of course word of mouth might change that, but I would expect a drop in gross margin.
Bring on the profits.
-Jim